Product Inventory

The Product Inventory add-on for Booknetic allows businesses to sell products during the booking process. This add-on integrates product sales with the appointment booking system, enabling businesses to offer relevant products to customers, such as beauty items or health supplements, along with their services. This documentation will guide you through how to configure and use the Product Inventory feature in Booknetic.

Overview

The Product Inventory feature allows you to create, manage, and sell products directly in the booking process. Customers can select from a list of available products when booking appointments, and the product quantities will be automatically updated as purchases are made. The inventory system also tracks sales logs, making it easier to monitor product transactions.

Installing the Product Inventory add-on

Before proceeding to the functionalities of the add-on, first the add-on itself should be installed in Booknetic from BooStore. For that:

1. Navigate to the Booknetic Dashboard.

1. Go to the BooStore

1. Search for Product Inventory

Setting Up Products

1. Accessing the Product Inventory Section

To begin setting up your products, you need to navigate to the Product Inventory section in the Booknetic Admin Panel.

• Steps:

  • In the Admin Panel, go to Product Inventory on the left-hand side menu.

2. Adding a Product

To add a new product to your inventory:

1. Switch to the Products tab in the Product Inventory section.

2. Click the Create Product + button in the Products section.

3. Add the image of the product. (Optional)

4. Enter the name of the product. (Mandatory)

5. Set the quantity available for the product. This number will decrease automatically as products are sold. (Mandatory)

6. You should also set the purchase price, which can be different from the sale price. (Mandatory)

7. Select the services that will use this product. (Optional)

8. Enable the “Disable select in booking panel” option, which will only enable the admins/staff to add this product to the appointment when they add appointment from the Appointments Menu or the Calendar Module. (Optional)

9. Provide the description for this product. (Optional)

10. Click Save once the product information has been added.

Managing Product Inventory

1. Viewing Existing Products

You can view all the products in your inventory in the Product Inventory section. The list will show you the name, price, quantity, and status (active/inactive) of each product.

2. Editing a Product

To edit a product:

1. Click on the three dots next to the product and select Edit.

2. Modify the product details as needed, such as the name, price, or quantity.

3. After making the changes, click Save to update the product.

3. Deleting a Product

To delete a product:

1. In the Products section, click on the three dots next to the product.

2. Select Delete.

3. Confirm the deletion to permanently remove the product from the inventory.

Selling Products During the Booking Process

1. Adding Products to Bookings

Once products are set up in the Product Inventory, customers will be able to select from available products during the booking process.

• Steps:

  1. When customers book an appointment, they will see the Products section after selecting their service.

  2. Customers can select products they wish to purchase and add them to their booking.

  3. The selected products will be included in the appointment details and displayed on the final confirmation page.

2. Managing Product Quantities

As customers purchase products during the booking process, the quantity of each product is automatically adjusted in the Product Inventory.

• The inventory system tracks product sales and automatically updates the available quantity as products are purchased.

Monitoring Product Sales

1. Accessing Sales Logs

To track the sales of your products, you can use the Logs tab in the Product Inventory section.

• Steps:

  1. Click on the Logs tab.

  2. View detailed information about product sales, including the quantity sold, product name, customer details, and purchase date.

Best Practices

• Regularly Update Product Quantities: Ensure your inventory is always accurate by regularly updating product quantities, especially after a sale.
• Use Product Descriptions Effectively: Provide clear and detailed descriptions for each product to help customers make informed decisions.
• Monitor Product Performance: Use the sales logs to identify top-selling products and optimize your product offerings accordingly.